Value Line
VALU
39 hedge funds and large institutions have $29.5M invested in Value Line in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.
14% more capital invested
Capital invested by funds: $25.9M → $29.5M (+$3.61M)
0.17% less ownership
Funds ownership: 6.64% → 6.47% (-0.17%)
7% less funds holding
Funds holding: 42 → 39 (-3)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$61K |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$34.8K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$23.3K |
| 4 |
Barclays
London,
United Kingdom
|
+$10.5K |
| 5 |
JP Morgan Chase
New York
|
+$9.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$365K |
| 2 |
LPL Financial
San Diego,
California
|
-$225K |
| 3 |
BlackRock
New York
|
-$151K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$90.5K |
| 5 |
Neuberger Berman Group
New York
|
-$41.5K |
VALU Hedge Fund Activity: Q1 2023 in Review
39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q1 2023, worth a combined $29.5M — up 14% from $25.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of VALU and 0 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 11 added.
The largest buyer was Vanguard Group, adding an estimated $61K. The largest seller was Wells Fargo, cutting an estimated $365K.
- 39 institutional investors held Value Line (VALU) as of Q1 2023, down from 42 in Q4 2022.
- Funds reported $29.5M of Value Line stock for Q1 2023, up 14% quarter-over-quarter.
- 0 funds opened new Value Line positions in Q1 2023 and 3 closed out, a net change of -3 holders.
- The largest Value Line buyer in Q1 2023 was Vanguard Group, an estimated $61K added.
- The largest Value Line seller in Q1 2023 was Wells Fargo, an estimated $365K sold.
Based on aggregated 13F filings for Q1 2023.